Brandon E. White, CFA
Brandon brings over a decade of experience in managing portfolios to Coyle Capital. Brandon started his career at Merrill Lynch in Washington, D.C., earning the traditional commission-based advisor experience that has turned many professionals to the superior fee-only Registered Investment Advisor (RIA) model. Since moving back to Austin in 2005, Brandon has worked for RIA firms that focus on high net worth entrepreneurs. In his most recent position, Brandon was the Managing Director at Yale Capital Corporation, an RIA managing over $1 billion in assets for approximately 40 families. In this position, Brandon became an expert in endowment-style investing, asset class diversification and tax-efficient portfolio management. Brandon earned his BBA and MBA from the McCombs School of Business at the University of Texas at Austin. In 2005, Brandon became a CFA Charterholder. The CFA (Chartered Financial Analyst) credential is a widely recognized and highly respected financial designation. Brandon has always operated according to the CFA Institute’s stringent ethical standards. In addition, Brandon serves on the Board of Directors and the Budget Committee for the YMCA of Austin.
Dustin J. White, CVA
Dustin has over a decade of experience in the financial services industry, with a dedication to improving processes for clientele. Prior to Coyle Capital, Dustin served as an Economist for the U.S. Department of the Treasury, operating as an economic advisor on financial markets, entity valuations, economic structures and international trade. During his tenure with the Treasury Department, Dustin was responsible for establishing numerous pricing agreements between the United States and foreign governments, and has served as a guest speaker representing the United States government on economic affairs. Prior to his public service, Dustin was an investment banker focusing on company mergers, acquisitions and raising capital. During this time Dustin observed the complex and often conflicting relationship that clients have with banks and brokerage firms. The flaws of Wall Street’s commission-driven approach compelled Dustin to become an independent investment advisor. Dustin holds an MBA from the University of Texas Jindal School of Management, a BA in Economics from the University of Texas at Austin, the designation of Certified Valuation Analyst and is a Series 65 registered investment advisor.